New Client Contact Center

Become a part of the MII family!

Let us do the work for you!

Please fill out the form and one of our team members will contact you shortly. Please specify if you prefer a phone call or email in the additional comments section.

Contact Us

Are you a new client looking for our specialty insurance solutions, health and benefits, financial services, or tax preparation? No problem! Reach out and we’d be happy to help.

Your Name*
First Last
Your Email*
Your Phone Number*
Requested Services*
- Insurance
- Health & Benefits
- Financial Services
- Tax Preparation
- Medicare
Additional Comments
This field is for validation purposes and should be left unchanged.
This field is for validation purposes and should be left unchanged.

Check out the background of firms and investment professionals on FINRA's BrokerCheck

©2020 Montgomery Insurance & Investments (MII), Advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Fixed insurance services offered through Montgomery Insurance and Investments. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and Montgomery Insurance & Investments and its subsidiaries are separate entities.

Diversification and asset allocation strategies do not assure profit or protect against losses.

Eric Montgomery, Don Cain, and Kent Montgomery are registered representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Form CRS (Customer Relationship Summary) is available at www.joincambridge.com. They are collectively registered in the following states: AL, AR, AZ, CA, CO, DC, DE, FL, GA, HI, IL, IN, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, OR, PA, RI, SC, SD, TX, UT, VA, VT, WA, WI, WV, and WY. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or information provided at these websites.

New Client Contact Center

Become a part of the MII family!

Let us do the work for you!

Please fill out the form and one of our team members will contact you shortly. Please specify if you prefer a phone call or email in the additional comments section.

Contact Us

Contact Information

Connect with Us

Review Us

Refer a Friend

Get in Touch

Connect with Us